JPMorgan Equity Income’s talented leader and proven approach merit a Morningstar Analyst Rating of Gold for its cheapest share classes and Silver for its most expensive one.
Will HLIEX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HLIEX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the HLIEX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of HLIEX’s parent organization’s priorities and whether they’re in line with investors’ interests.